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Ferguson

658 hedge funds and large institutions have $43.3B invested in Ferguson in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 262 increasing their positions, 233 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $103M | Put options by funds: $42M

70% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 54

12% more repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 233

9% more capital invested

Capital invested by funds: $39.9B → $43.3B (+$3.41B)

5% more funds holding

Funds holding: 627658 (+31)

0.18% more ownership

Funds ownership: 81.22%81.4% (+0.18%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
658
Holders Change
+31
Holders Change %
+4.94%
% of All Funds
9.48%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.37%
New
92
Increased
262
Reduced
233
Closed
54
Calls
$103M
Puts
$42M
Net Calls
+$60.6M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$136M -$15.1M -75,800 -11%
AIM
52
Alphinity Investment Management
Australia
$134M +$51.3M +257,372 +72%
Citigroup
53
Citigroup
New York
$133M -$4.7M -23,578 -4%
Swiss National Bank
54
Swiss National Bank
Switzerland
$133M -$5.66M -28,400 -4%
Charles Schwab
55
Charles Schwab
California
$132M +$916K +4,597 +0.8%
FPP
56
Findlay Park Partners
United Kingdom
$129M -$67.7M -339,800 -37%
Mackenzie Financial
57
Mackenzie Financial
Ontario, Canada
$126M +$54.1M +271,761 +89%
Morgan Stanley
58
Morgan Stanley
New York
$125M -$135M -677,359 -54%
UBS Group
59
UBS Group
Switzerland
$121M +$68M +341,158 +160%
RS
60
Robeco Schweiz
Switzerland
$118M +$44.3M +222,316 +69%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$118M -$272K -1,365 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
62
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$117M +$17M +85,390 +19%
Fidelity International
63
Fidelity International
Bermuda
$117M +$19.4M +97,344 +22%
Jennison Associates
64
Jennison Associates
New York
$116M +$50.7M +254,688 +92%
WAS
65
Wesleyan Assurance Society
United Kingdom
$114M -$1.33M -6,650 -1%
LIP
66
Liontrust Investment Partners
United Kingdom
$113M -$3.62M -18,154 -3%
WIM
67
Waverton Investment Management
United Kingdom
$110M +$100M +502,980 +28,162%
Capital World Investors
68
Capital World Investors
California
$105M +$95.5M +479,435 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$98.4M -$15.4M -77,475 -15%
Barclays
70
Barclays
United Kingdom
$94.9M -$35M -175,718 -29%
EC
71
Eminence Capital
New York
$91.8M -$5.89M -29,545 -7%
CS
72
Credit Suisse
Switzerland
$88.1M +$3.07M +15,409 +4%
SCA
73
Southpoint Capital Advisors
New York
$87.4M -$19.9M -100,000 -20%
First Trust Advisors
74
First Trust Advisors
Illinois
$87.3M -$16.4M -82,223 -17%
Citadel Advisors
75
Citadel Advisors
Florida
$86.8M +$32.7M +163,939 +70%

FERG Hedge Fund Activity: Q1 2024 in Review

658 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ferguson (FERG) for Q1 2024, worth a combined $43.3B — up 8.5% from $39.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new FERG positions and 54 closed out — a net gain of 38 holders — while 262 added to existing stakes and 233 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $276M. The largest seller was Trian Fund Management, cutting an estimated $338M.

  • 658 institutional investors held Ferguson (FERG) as of Q1 2024, up from 627 in Q4 2023.
  • Funds reported $43.3B of Ferguson stock for Q1 2024, up 8.5% quarter-over-quarter.
  • 92 funds opened new Ferguson positions in Q1 2024 and 54 closed out, a net change of +38 holders.
  • The largest Ferguson buyer in Q1 2024 was T. Rowe Price Associates, an estimated $276M added.
  • The largest Ferguson seller in Q1 2024 was Trian Fund Management, an estimated $338M sold.

Based on aggregated 13F filings for Q1 2024.